+327.3%
ALV vs VOO
+795.4%
-468.1%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.3% |
| 7D | +1.3% | -0.6% | +1.9% | +1.9% |
| 30D | +10.2% | -3.6% | +13.8% | +14.8% |
| 3M | 0.0% | -2.7% | +2.8% | +3.1% |
| 6M | +0.9% | +2.2% | -1.3% | -2.1% |
| YTD | +4.2% | +10.9% | -6.7% | -8.3% |
| 1Y | +1.1% | +11.3% | -10.2% | -11.4% |
| 3Y | +34.9% | +76.9% | -42.1% | -33.7% |
| 5Y | +36.9% | +73.5% | -36.6% | -30.6% |
| 10Y | +122.1% | +307.7% | -185.5% | -62.0% |
| All | +327.3% | +795.4% | -468.1% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling